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Find The Best Financial Advisors in Charlotte, North Carolina
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Charlotte, North Carolina
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Charlotte, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 85 non-vetted financial advisors in Charlotte, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Charlotte, North Carolina have an average of 21 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Charlotte, North Carolina
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Top Financial Advisor Firms in Charlotte, North Carolina (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203 | 104973 | $429,024,440,167 | 9416 | A percentage of AUM, Fixed fees, Performance Based |
| BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202 | 106006 | $307,726,562,224 | 343 | A percentage of AUM, Fixed fees, Performance Based |
| ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203 | 110841 | $300,798,686,558 | 8078 | A percentage of AUM, Performance Based |
| BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd, Charlotte, NC, 28277 | 107312 | $137,561,001,775 | 6685 | A percentage of AUM, Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.) |
| STERLING CAPITAL MANAGEMENT LLC 4350 Congress Street, Suite 1000 Charlotte, NC, 28209 | 135405 | $66,746,472,114 | 3215 | A percentage of AUM, Fixed fees, Performance Based |
| WELLS FARGO INVESTMENT INSTITUTE, INC. 550 South Tryon Street, 40th Floor Charlotte, NC, 28202 | 133204 | $43,998,251,201 | 20338 | A percentage of AUM, Fixed fees |
| ALIGHT FINANCIAL ADVISORS, LLC 9335 Harris Corners Parkway, Suite 150 Charlotte, NC, 28269 | 158744 | $33,737,582,682 | 219477 | A percentage of AUM, Fixed fees, Other (SET-UP FEES AND RELATED SERVICES) |
| ALUMINA INVESTMENT MANAGEMENT 6302 Fairview Road, Suite 520 Charlotte, NC, 28210 | 164273 | $14,681,685,404 | 2 | Fixed fees, Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL) |
| INDEPENDENT ADVISOR ALLIANCE, LLC 11215 N. Community House Rd., Ste. 775 Charlotte, NC, 28277 | 168267 | $12,826,908,245 | 52309 | A percentage of AUM, Hourly charges, Fixed fees |
| GLOBAL ENDOWMENT MANAGEMENT, LP 224 W Tremont Avenue, Charlotte, NC, 28203 | 157772 | $11,558,231,568 | 33 | A percentage of AUM, Performance Based |
| ADHESION WEALTH ADVISOR SOLUTIONS 2825 South Blvd, Suite 500 Charlotte, NC, 28209 | 143593 | $10,771,561,842 | 40484 | A percentage of AUM, Fixed fees |
| RIDGEMONT PARTNERS MANAGEMENT, LLC 101 S. Tryon Street, Suite 3400 Charlotte, NC, 28280 | 157421 | $7,634,744,615 | 33 | A percentage of AUM, Fixed fees, Performance Based |
| WEDGE CAPITAL MANAGEMENT LLP 301 South College Street, #3800 Charlotte, NC, 28202-6002 | 106234 | $7,583,000,000 | 234 | A percentage of AUM |
| ASANA PARTNERS, LP 2151 Hawkins Street, Suite 1100 Charlotte, NC, 28203 | 284477 | $7,143,965,742 | 6 | A percentage of AUM, Performance Based |
| HORIZON INVESTMENTS LLC 6210 Ardrey Kell Road, Ste 300 Charlotte, NC, 28277 | 109552 | $4,466,593,018 | 3367 | A percentage of AUM, Fixed fees |
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